Unclaimed
Jennifer Jones is a financial professional with over 10 years of experience in the industry. Jennifer is registered with UMB Financial Services, Inc. and is licensed in Missouri. Jennifer has a strong track record in the financial services industry and is committed to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
MO
10/30/2020 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
MO
09/13/2010 - 01/03/2011
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)
BC
Issued 09/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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